Activest Wealth Management

Q3 2025 13F Holdings

  • Location
    aventura, FL
  • Num holdings

    1,230

  • Value ($000)

    $493,847

  • Date Filed
    11/03/2025
  • Form type
    13F-HR
  • CIK
    0001883134
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPY
SPY

SPDR S&P 500 ETF TR

TR UNIT
$100.60 M
20 %

151,015

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$52.67 M
11 %

87,734

RSP
RSP

INVESCO EXCHANGE TRADED FD T

S&P500 EQL WGT
$44.37 M
9 %

233,877

AAPL
AAPL

APPLE INC

COM
$34.90 M
7 %

137,058

MOAT
MOAT

VANECK ETF TRUST

MRNGSTR WDE MOAT
$22.74 M
5 %

229,459

AMZN
AMZN

AMAZON COM INC

COM
$16.26 M
3 %

74,050

NVDA
NVDA

NVIDIA CORPORATION

COM
$13.91 M
3 %

74,571

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$13.12 M
3 %

21,426

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
$12.47 M
3 %

51,312

META
META

META PLATFORMS INC

CL A
$12.07 M
2 %

16,434

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